CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 1029 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.29% | -0.26% | +11.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.60% | — | +1.79% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.89% | — | +2.15% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.57% | — | +9.25% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.48% | -0.35% | +33.47% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.36% | -0.11% | +12.28% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | +0.21% | +12.36% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.27% | — | +24.06% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.60% | +31.32% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.19% | — | +31.83% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | — | +31.96% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | — | +6.01% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.00% | — | +10.59% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | — | +4.39% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | — | +128.84% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.97% | +0.16% | +55.26% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | +0.08% | +26.44% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.91% | — | -4.72% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.89% | — | +22.94% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.89% | — | +2.94% | |
| 21 | MMM | 3m Co | 股票-工業 | 0.88% | — | +2.71% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | — | +35.78% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.82% | — | +40.12% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | -0.09% | +6.75% | |
| 25 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.75% | — | +10.62% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.11% | +26.98% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.73% | — | +13.91% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | +33.48% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | +134.85% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | — | +23.60% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | -0.18% | +113.86% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | +35.96% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | — | +49.96% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | -0.10% | +38.89% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.60% | — | -0.51% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -12.22% | |
| 37 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 0.59% | — | +0.10% | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.58% | — | +5.08% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | +3.57% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.14% | +73.72% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.57% | — | +16.91% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.57% | — | +21.59% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | — | -0.39% | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.57% | — | +31.33% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.54% | — | +2.79% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | — | -18.47% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +29.70% | |
| 48 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.52% | — | +8.19% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.10% | +58.26% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | +3.65% |